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Franklin US Large Cap Multifactor Index ETF

42 hedge funds and large institutions have $1.17B invested in Franklin US Large Cap Multifactor Index ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

2% more funds holding

Funds holding: 4142 (+1)

4.71% less ownership

Funds ownership: 94.74%90.03% (-4.7%)

11% less capital invested

Capital invested by funds: $1.31B → $1.17B (-$140M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
20
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.02B +$128M +3,883,005 +12%
Bank of America
2
Bank of America
North Carolina
$35.2M +$27.8M +844,815 +196%
BWL
3
Bogart Wealth LLC
Virginia
$17.3M +$20.6M +626,031 New
MIAN
4
Mariner Independent Advisor Network
Kansas
$16.9M -$13.6M -414,749 -40%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$14.6M +$13.7M +417,893 +375%
Morgan Stanley
6
Morgan Stanley
New York
$10.9M +$2M +60,874 +18%
LPL Financial
7
LPL Financial
California
$10.5M -$4.3M -130,709 -26%
UBS Group
8
UBS Group
Switzerland
$6.96M +$3.34M +101,550 +68%
Wells Fargo
9
Wells Fargo
California
$6.15M +$3.35M +101,728 +84%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$6M +$1.57M +47,601 +28%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.26M +$1.49M +45,168 +31%
MHS
12
M Holdings Securities
Oregon
$3.83M +$4.56M +138,803 New
Stifel Financial
13
Stifel Financial
Missouri
$3.27M +$476K +14,465 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.03M +$2.4M +72,892 New
BCM
15
Brookstone Capital Management
Illinois
$1.96M +$272K +8,275 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.67M +$554K +16,851 +39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.44M +$712K +21,642 +71%
Jane Street
18
Jane Street
New York
$1.41M -$1.13M -34,408 -40%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.38M +$701K +21,330 +75%
CAN
20
Cetera Advisor Networks
California
$1.04M +$514K +15,620 +71%
EH
21
Equitable Holdings
New York
$1.03M -$992K -30,173 -45%
RJA
22
Raymond James & Associates
Florida
$774K +$31.9K +971 +4%
LNC
23
Lincoln National Corp
Pennsylvania
$728K +$647K +19,667 +293%
ASN
24
Advisory Services Network
Georgia
$654K -$12.9K -392 -2%
FAAS
25
First Allied Advisory Services
California
$629K -$36.4K -1,106 -5%

FLQL Hedge Fund Activity: Q1 2020 in Review

42 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q1 2020, worth a combined $1.17B — down 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLQL positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Franklin Resources, adding an estimated $128M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $21.7M sold.

  • 42 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q1 2020, up from 41 in Q4 2019.
  • Funds reported $1.17B of Franklin US Large Cap Multifactor Index ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 6 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q1 2020 and 2 closed out, a net change of +4 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q1 2020 was Franklin Resources, an estimated $128M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2020.